Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 1,003 institutions that hold shares in the stock, with a total of 362 Million shares, which have been reported (via 13F filing form) to have a value of $33.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 22, 2025 Q4 2024 |
78,530
shares
|
$7.31 Million
4.7% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
77,959
shares
|
$7.26 Million
1.63% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
76,901
shares
|
$7.16 Million
4.74% of portfolio
|
Q1 2023
Reduced 21.08%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
75,803
shares
|
$7.06 Million
0.26% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
75,579
shares
|
$7.04 Million
0.86% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
75,534
shares
|
$7.03 Million
1.9% of portfolio
|
Q4 2024
Added 21.57%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
74,981
shares
|
$6.98 Million
0.39% of portfolio
|
Q4 2024
Added 22.65%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
73,354
shares
|
$6.83 Million
0.1% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
73,084
shares
|
$6.81 Million
1.78% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
72,779
shares
|
$6.78 Million
0.07% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
72,569
shares
|
$6.76 Million
2.87% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
72,492
shares
|
$6.75 Million
1.46% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
72,363
shares
|
$6.74 Million
3.09% of portfolio
|
Q4 2024
Added 21.38%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 13, 2025 Q4 2024 |
71,534
shares
|
$6.66 Million
2.92% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
71,330
shares
|
$6.64 Million
0.17% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
71,216
shares
|
$6.63 Million
2.15% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
71,205
shares
|
$6.63 Million
0.86% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
70,752
shares
|
$6.59 Million
0.1% of portfolio
|
Q4 2024
Reduced 12.08%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
69,980
shares
|
$6.52 Million
2.49% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
69,801
shares
|
$6.5 Million
1.46% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
69,676
shares
|
$6.49 Million
2.0% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
69,109
shares
|
$6.44 Million
0.92% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
67,966
shares
|
$6.33 Million
3.28% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
67,930
shares
|
$6.33 Million
1.47% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
67,510
shares
|
$6.29 Million
0.73% of portfolio
|
Q4 2024
Added 9.36%
|